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Senior Investment Product Expert Wealth & Personal Banking (高級(jí))投資產(chǎn)品專(zhuān)家 Job ID: 0000KY52 Description Wealth & Personal Banking In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office. We are currently seeking an experienced professional to join our team. In this role, you will: - Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings - Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives - Supply timely market and product updates to both staff and customers - Work closely with the wealth management product teams and development team on new products, product enhancements and improvements in customer experience - Assist the frontline teams with all customer servicing needs and disputes in order to ensure seamless support is provided to our customers - 開(kāi)展卓越理財(cái)客戶的陪訪工作，發(fā)掘客戶財(cái)富管理需求，根據(jù)客戶的風(fēng)險(xiǎn)水平和投資偏好支持客戶做出資產(chǎn)配置決策 - 針對(duì)內(nèi)部銷(xiāo)售團(tuán)隊(duì)進(jìn)行市場(chǎng)和投資產(chǎn)品的介紹、更新和培訓(xùn)工作 - 針對(duì)卓越理財(cái)客戶經(jīng)理進(jìn)行市場(chǎng)、產(chǎn)品和溝通能力的輔導(dǎo)工作，制定和落實(shí)提高改善計(jì)劃 - 對(duì)卓越理財(cái)客戶現(xiàn)有資產(chǎn)配置表現(xiàn)進(jìn)行回顧，支持客戶的再平衡決策 - 根據(jù)分支行需求，主講和支持財(cái)富管理講座和論壇，分享銀行對(duì)市場(chǎng)的觀點(diǎn)和財(cái)富管理理念 Qualifications To be successful in the role, you should meet the following requirements: - University degree with honors in economics, finance, business or a related discipline. - Minimum 5 years of working experience as a product specialist, financial advisor or sales manager. - Strong knowledge of all wealth management products and with expertise in customer portfolio management - Excellent interpersonal skills and presentation skills - A mature individual able to instill confidence with colleagues and clients alike - Fluent written and verbal English - 經(jīng)濟(jì)、金融、商業(yè)或相關(guān)學(xué)科本科或以上學(xué)歷 - 5年以上的金融機(jī)構(gòu)財(cái)富管理、投資顧問(wèn)、銷(xiāo)售或團(tuán)隊(duì)領(lǐng)導(dǎo)工作經(jīng)驗(yàn) - 熟悉環(huán)球和國(guó)內(nèi)投資市場(chǎng)、具備扎實(shí)的財(cái)富管理相關(guān)產(chǎn)品知識(shí)。 - 良好的表達(dá)能力和公開(kāi)演講能力 - 成熟獨(dú)立，抗壓能力強(qiáng)，親和力較強(qiáng)，對(duì)客戶溝通和幫助他人提高充滿熱情 - 良好的英文聽(tīng)說(shuō)讀寫(xiě)能力 You’ll achieve more when you join HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. HSBCAXS/BG/#LI-WZ1 Issued by HSBC Bank (China) Company Limited 5k2024ADVCN/5k2025ADVCN